Lead Treasury Management Consultant

About This Role

Wells Fargo is seeking a Lead Treasury Management Consultant to serve as a trusted advisor helping clients optimize their treasury, payments, and liquidity strategies.

In this highly visible role, you will partner with clients and internal stakeholders to solve complex business challenges, uncover opportunities for growth and efficiency, and deliver innovative treasury solutions that drive measurable outcomes.

This is an opportunity for a strategic, consultative professional who thrives on relationship building, problem-solving, and influencing change while shaping the future of treasury management and payments.

In This Role, You Will

• Lead complex, cross-functional treasury management initiatives that support client growth, operational efficiency, and business objectives.
• Analyze multifaceted business, operational, and payment challenges to identify opportunities and recommend strategic treasury solutions.
• Act as a trusted advisor by delivering consultative guidance on treasury management, payments, liquidity, and cash management strategies.
• Influence decision-making and drive outcomes by applying sound judgment, industry expertise, and knowledge of policies, procedures, and risk requirements.
• Partner with internal teams and stakeholders to develop customized solutions that address client needs and enhance the overall customer experience.
• Lead projects, support strategic planning efforts, and share knowledge through mentoring and collaboration across teams.
• Adapt to evolving client priorities, market trends, and emerging treasury technologies while driving innovation and continuous improvement.

Required Qualifications

• 5+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications

• Deep knowledge of treasury management, payments, and liquidity solutions with the ability to translate complex concepts into actionable client strategies.
• Demonstrated ability to identify, develop, and implement complex treasury management, payments, and liquidity solutions for middle-market organizations with annual revenues of $100 million to $500 million.
• Strong consultative, analytical, and problem-solving capabilities with the ability to evaluate data and develop strategic recommendations.
• Ability to influence and engage stakeholders through effective communication, executive presence, and relationship-building skills.
• Experience collaborating across business lines to deliver integrated solutions and drive successful client outcomes.
• Demonstrated adaptability and innovation mindset with the ability to navigate change, leverage emerging technologies, and identify new opportunities.
• Strong attention to detail, project leadership, and organizational skills with the ability to manage multiple priorities and drive initiatives to completion.

Job Expectations

• This position offers a hybrid work schedule.
• This position is not eligible for Visa Sponsorship.
• Travel up to 30%

Pay Range
 

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement

Posting End Date:

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.